See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,971 | $185,822-83.9% | $169,993-82.4% | $139,434-78.5% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 25.13% | 60.50%-35.4pp | 53.37%-28.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,571 | $7,590-66.1% | $6,785-62.1% | $4,751-45.9% |
| Participant deferral / active EE | $5,322 | $11,622-54.2% | $10,408-48.9% | $6,710-20.7% |
| Admin fee / account holder | $2,610 | $15,381-83.0% | $12,815-79.6% | $11,403-77.1% |